What public Form 5500 filings show about the John Lucas Tree Expert Co. 401(k) plan — and how to find and check your own account.
John Lucas Tree Expert Co. (EIN 01-0110890) reports LUCAS TREE 401(K) PLAN on its most recent Form 5500, with $16.6M in plan assets across 313 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full John Lucas Tree Expert Co. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your John Lucas Tree Expert Co. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): HUB INTERNATIONAL NEW ENGLAND, BAKER NEWMAN & NOYES, COMMONWEALTH FINANCIAL NETWORK.
